Jan Kasperowicz, CFA

Jan kasperowicz, cfa

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location of Jan Kasperowicz, CFAWroclaw Metropolitan Area
Phone number of Jan Kasperowicz, CFA+91 xxxx xxxxx
Followers of Jan Kasperowicz, CFA136 followers
  • Timeline

    Sept 2008 - Jan 2010

    Financial Advisor

    OVB Allfinanz Polska Spółka Finansowa Sp. z o.o.
    Sept 2010 - Sept 2010

    Trainee

    Santander Bank Polska (BZ WBK)
    Jun 2011 - Aug 2011

    Analyst of the site NewConnect.info (alternative stock exchange in Poland)

    Internet Tax Services
    Jul 2011 - Jul 2011

    Volunteer

    SAF
    Sept 2011 - Aug 2012

    Consultant

    Smart Investment Solutions
    Wroclaw, Lower Silesian District, Poland
    Dec 2012 - Apr 2013

    Winner of Global Final

    CFA Institute Research Challenge
    Jan 2013 - Jul 2013

    Analyst

    Financial Specialists
    Current Company
    Sept 2013 - now

    Chief financial analyst, Treasury Department

    KGHM Polska Miedź S.A.
    Lubin, Woj. Dolnośląskie, Polska
    Oct 2017 - now

    Advisor To Chief Executive Officer

    Towarzystwo Ubezpieczeń Wzajemnych CUPRUM
    Lower Silesian District, Lubin County, Poland
    Jun 2018 - Jan 2019

    Member Of The Supervisory Board

    Centrozłom Wrocław S.A.
    Jun 2018 - Jan 2021

    Member Of The Supervisory Board

    Walcownia Metali Nieżelaznych ŁABĘDY S.A.
  • About me

    Chief Financial Analyst, CEO advisor

  • Education

    • Cfa institute

      2017 - 2017
      Cfa designation
    • Uniwersytet ekonomiczny we wrocławiu (daw. akademia ekonomiczna im. oskara langego we wrocławiu)

      2008 - 2011
      Bachelor finance adn accounting 5

      Activities and Societies: KN Manager * Scientific scholarship for all years during studies

    • Uniwersytet ekonomiczny we wrocławiu (daw. akademia ekonomiczna im. oskara langego we wrocławiu)

      2011 - 2013
      Master finance 5

      Activities and Societies: KN Analyst * Scienfitic scholarships for all years

  • Experience

    • Ovb allfinanz polska spółka finansowa sp. z o.o.

      Sept 2008 - Jan 2010
      Financial advisor

      • Giving advisory to clients about financial instruments• Selling insurance products• Seeking new clients• Keeping contact with current clients

    • Santander bank polska (bz wbk)

      Sept 2010 - Sept 2010
      Trainee

      • supporting client service• archiving past data and bank transactions

    • Internet tax services

      Jun 2011 - Aug 2011
      Analyst of the site newconnect.info (alternative stock exchange in poland)

      • Reading and describing all resolutions from WSE and NewConnect • Describing the debuts on NewConnect• Analysing pieces of information about the most profitable shares• Publication of articles about capital markets

    • Saf

      Jul 2011 - Jul 2011
      Volunteer

      Giving lectures on the topics below:• Ethics on the financial market• Coffee, sugar, companies from Africa, and what else the Stock Exchange in Warsaw hides• Long-term investing• Order on the stock exchange and how it works

    • Smart investment solutions

      Sept 2011 - Aug 2012

      • Training trainees about financial analysis• Teaching trainees about inserting financial data in CMS database on newconnect.info• Teaching about making adjustments to certain elements in financial statements in order to obtain comparable and transparent data among different industries and presentation formats Creating financial database of companies listed on the alternative stock exchange in Poland (NewConnect):• Data from financial statements• Data about IPOs, private placements and other forms of issues• Calculations regarding weighted average number of shares, dilution• Shareholding structure• Implementation of comprehensive data of over 180 companies

      • Consultant

        Jun 2012 - Aug 2012
      • Junior Analyst

        Sept 2011 - May 2012
    • Cfa institute research challenge

      Dec 2012 - Apr 2013
      Winner of global final

      CFA Institute Research Challenge1st place in Global Final1st place in EMEA Final1st place in Polish FInal• Valuation of mining company• Business analysis of mining company: analysis of financial situation, competition, syngergies • Analysis of macroeconomic background on metals market• Delivering a presentation before judges: JP Morgan, Franklin Templeton, Shroeders.

    • Financial specialists

      Jan 2013 - Jul 2013
      Analyst

      • Financial analyses of travel agencies • Managing own company

    • Kghm polska miedź s.a.

      Sept 2013 - now

      • Part of team responsible for renegotiating Project Finance for Sierra Gorda ($1bn).• Part of team issuing PLN 2bn in bonds on Polish market• Part of team obtaining new USD 1.5bn RCF • Part of team obtaining financing from EIB• Part of team obtaining financing for EBRD• On-site optimization of Sierra Gorda financial model in Chile (foreign delegation)• Re-designing KGHM's retirement scheme including creating new parameters for life-cycle funds, benchmarking costs of funds, adding new funds. Show less

      • Chief financial analyst, Treasury Department

        Sept 2022 - now
      • Chief financial analyst, Analyses and Business Processes Department

        Oct 2020 - Nov 2023
      • Chief financial analyst, Treasury Department

        Dec 2019 - Sept 2020
      • Senior Financial Analyst, Treasury Department

        May 2015 - Dec 2019
      • Financial Analyst, Liquidy Management Department

        Sept 2014 - Apr 2015
      • Financial Analyst, Risk Management Department

        Jun 2014 - Aug 2014
      • Financial Analyst, KGHM Investment Fund

        Apr 2014 - Jun 2014
      • Financial Analyst, Strategic Analyses and Resource Base Department

        Jan 2014 - Mar 2014
      • Financial Analyst, Liquidity Management Department

        Sept 2013 - Dec 2013
    • Towarzystwo ubezpieczeń wzajemnych cuprum

      Oct 2017 - now

      Work connected with insurer having an investment portfolio of ~PLN100m comprised of money and debt instruments.• Creation of long-term investment strategy tailored to insurer’s risk profile, needs and unique characteristics.• Analyses concerning potential investments.• Continuous monitoring of investments in the portfolio.• Giving recommendations regarding suggested buy/sell/hold strategies.• Financial analyses of coporate issuers Work connected with insurer having an investment portfolio of ~PLN100m comprised of money and debt instruments.• Creation of long-term investment strategy tailored to insurer’s risk profile, needs and unique characteristics.• Analyses concerning potential investments.• Continuous monitoring of investments in the portfolio.• Giving recommendations regarding suggested buy/sell/hold strategies.

      • Advisor To Chief Executive Officer

        Jan 2019 - now
      • Senior Investment Analyst

        Oct 2017 - Dec 2018
    • Centrozłom wrocław s.a.

      Jun 2018 - Jan 2019
      Member of the supervisory board

      * Member of Supervisory Board.* Company under supervision with revenues ~m700 PLN.* Responsible for continuous supervision of company’s operations, assessing investment projected, budgets. I was delegated by Supervisory Board to act temporarily as CEO in July and August 2018.* Company with almost 70 years of history, dealing with scrap metal, recovery and disposal of wastes, distribution of steel materials.

    • Walcownia metali nieżelaznych łabędy s.a.

      Jun 2018 - Jan 2021
      Member of the supervisory board

      * Member of Supervisory Board.* Company under supervision with revenues ~m100 PLN.* Responsible for continuous supervision of company’s operations, assessing investment projected, budgets.* Company with over a hundred years' tradition in the manufacturing of flat rolled products from copper, copper alloys and silver.

  • Licenses & Certifications